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Disclosery

MGB Wealth Management, LLC: ICE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MGB Wealth Management, LLC on ICE, newest first. How the timeline and the estimate are built.

MGB Wealth Management, LLC held 6,216 ICE shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,216 shares
    Change vs previous 13F +362 shares

    0.29% of the 13F portfolio, value $1,008,307.

    13F-HR 0001398344-26-003282 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 5,854 shares
    Change vs previous 13F -498 shares

    0.28% of the 13F portfolio, value $985,662.

    13F-HR 0001398344-25-020694 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 6,352 shares
    Change vs previous 13F -487 shares

    0.38% of the 13F portfolio, value $1,162,475.

    13F-HR 0001398344-25-015751 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 6,839 shares
    Change vs previous 13F +601 shares

    0.43% of the 13F portfolio, value $1,183,587.

    13F-HR 0001398344-25-009094 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 6,238 shares
    Change vs previous 13F +96 shares

    0.29% of the 13F portfolio, value $930,069.

    13F-HR 0001398344-25-001402 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 6,142 shares
    Change vs previous 13F -1,752 shares

    0.36% of the 13F portfolio, value $983,723.

    13F-HR 0001398344-24-020522 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 7,894 shares
    Change vs previous 13F +260 shares

    0.44% of the 13F portfolio, value $1,167,726.

    13F-HR 0001398344-24-014361 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 7,634 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,048,461.

    13F-HR 0001398344-24-008800 filed by MGB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).